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In re Estate of Anderson
311 Neb. 758
| Neb. | 2022
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Background

  • Krystal J. Collins petitioned for informal probate of Carroll M. Anderson’s 2021 will and received letters appointing her personal representative; the will largely disinherited the decedent’s adult children, Roger D. Anderson and Carol J. Noble.
  • Anderson and Noble filed a formal will contest (alleging lack of capacity, undue influence, and misconduct), offered a 2002 will for probate, and requested (among other relief) appointment of a special administrator and an order restraining Collins. Payable-on-death accounts naming Collins as beneficiary and alleged dissipation risk were central to their concern.
  • Anderson and Noble timely served a notice transferring the will contest to district court under Neb. Rev. Stat. § 30-2429.01; the county court later scheduled and held a hearing on the special-administrator/restraining requests.
  • The county court concluded the transfer divested it of jurisdiction and denied the requests without deciding their merits, relying on In re Estate of Miller.
  • The children appealed; the Nebraska Supreme Court considered (1) whether the county court’s order was a final, appealable order and (2) whether the county court was divested of jurisdiction to decide the special-administrator and restraining requests.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Whether the county court’s denial of a special administrator and a restraining order is a final, appealable order Anderson & Noble: denial affects substantial rights (irreversible harm); cannot be vindicated after final judgment Collins: no final order because parties are disinherited and rights can be vindicated on final appeal Held: Order is final and appealable under §25-1902; denial of special administrator/restraining order affects substantial rights (citing Muncillo and Lakin).
Whether transfer of the will contest to district court under §30-2429.01 divests the county court of jurisdiction to appoint a special administrator or restrain the personal representative Anderson & Noble: county court retains original probate jurisdiction to protect the estate and decide matters outside the narrow will-validity contest Collins: transfer vests district court with jurisdiction over all related proceedings (relying on Miller) Held: County court retains jurisdiction over matters outside the narrow question of will validity; Miller is disapproved to the extent it suggested otherwise.
Whether the county court properly denied appointment of a special administrator and restraining order on the merits Anderson & Noble: appointment necessary to preserve estate given POD accounts and alleged misconduct Collins: (procedural) court lacked jurisdiction; (merits) objected to claims Held: Merits not decided; case reversed and remanded for the county court to address the requests on the merits.

Key Cases Cited

  • In re Estate of Miller, 231 Neb. 723, 437 N.W.2d 793 (1989) (held district court had jurisdiction to tax costs related to transferred will contest; language suggesting district court obtains jurisdiction over all related proceedings was applied narrowly here)
  • In re Estate of Muncillo, 280 Neb. 669, 789 N.W.2d 37 (2010) (denial of special administrator is a final, appealable order because the harm cannot be undone after the fact)
  • In re Estate of Lakin, 310 Neb. 271, 965 N.W.2d 365 (2021) (order denying suspension/removal and appointment of successor or special administrator is final and appealable)
  • In re Estate of Beltran, 310 Neb. 174, 964 N.W.2d 714 (2021) (orders denying discovery were not final where rights could be vindicated on appeal from final inventory; illustrates limits of finality analysis)
  • Bohling v. Bohling, 309 Neb. 625, 962 N.W.2d 224 (2021) (under §30-2429.01 the district court’s authority on transfer is limited to determining will validity; other probate issues remain for county court)
  • In re Estate of Cooper, 275 Neb. 322, 746 N.W.2d 663 (2008) (explains interaction between removal restrictions and appointment of special administrator)
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Case Details

Case Name: In re Estate of Anderson
Court Name: Nebraska Supreme Court
Date Published: Jun 10, 2022
Citation: 311 Neb. 758
Docket Number: S-21-864
Court Abbreviation: Neb.